HomeCompareRRETY vs JEPQ

RRETY vs JEPQ: Dividend Comparison 2026

RRETY yields 5.68% · JEPQ yields 11.10%● Live data

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After 10 years · $10,000 invested · DRIP enabled
🏆 RRETY wins by $12765.47M in total portfolio value· pulled ahead in Year 2
10 years
RRETY
RRETY
● Live price
5.68%
Share price
$6.36
Annual div
$0.36
5Y div CAGR
100%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$12765.52M
Annual income
$12,347,757,806.19
Full RRETY calculator →
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
● Live price
11.10%
Share price
$55.52
Annual div
$6.16
5Y div CAGR
0%
Payout ratio
50%
After 10 yrs · $10,000 · DRIP
Portfolio value
$44.8K
Annual income
$2,152.59
Full JEPQ calculator →

Portfolio growth — RRETY vs JEPQ

📍 RRETY pulled ahead of the other in Year 2

Annual dividend income

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Recession Test — Did They Cut Dividends?

How each stock treated shareholders during the 3 biggest crises of the last 20 years

Crisis PeriodRRETYJEPQ
2008–2009
GFC
— No data— No data
2020 Q1–Q2
COVID
— No data— No data
2022 Q4
Rate Hike
— No data— No data
Based on dividend payment history. "Increased" = dividend grew during crisis. "Maintained" = held within 3%. "Cut" = reduced by more than 3%.
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Dividend Calendar Overlap

Combined, RRETY + JEPQ cover 0 of 12 monthsgood coverage

Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
RRETY pays
JEPQ pays
Both pay
Neither
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Tax Bracket Optimizer

Which stock is actually better after tax? Adjust your rate to find out.

RRETY
Annual income on $10K today (after 15% tax)
$482.63/yr
After 10yr DRIP, annual income (after tax)
$10,495,594,135.26/yr
JEPQ
Annual income on $10K today (after 15% tax)
$943.83/yr
After 10yr DRIP, annual income (after tax)
$1,829.70/yr
At 15% tax rate, RRETY beats the other by $10,495,592,305.56/year in after-tax income after 10 years on $10,000
⚖️

Lazy Portfolio Split Optimizer

What's the optimal mix of RRETY + JEPQ for your $10,000?

RRETY: 50%JEPQ: 50%
100% JEPQ50/50100% RRETY
Portfolio after 10yr
$6382.78M
Annual income
$6,173,879,979.39/yr
Blended yield
96.73%
🏛️

Copy Congress — What Are Politicians Buying?

Senate & House STOCK Act disclosures (last 90 days)

RRETY buys
0
JEPQ buys
0
No recent congressional trades found for RRETY or JEPQ in the last 90 days.
STOCK Act mandates disclosure within 45 days of transaction. Data via FMP.Full tracker →
MetricRRETYJEPQ
Forward yield5.68%11.10%
Annual dividend / share$0.36$6.16
Payout ratio50%50%
1-year div growth0%0%
5-year div CAGR100%0%
Portfolio after 10y$12765.52M$44.8K
Annual income after 10y$12,347,757,806.19$2,152.59
Total dividends collected$12736.47M$16.3K
Payment frequencyquarterlymonthly
SectorStockETF

Year-by-year: RRETY vs JEPQ ($10,000, DRIP)

YearRRETY PortfolioRRETY Income/yrJEPQ PortfolioJEPQ Income/yrGap
1$11,836$1,135.61$11,930$1,110.39$94.00JEPQ
2← crossover$15,176$2,512.27$14,133$1,224.34+$1.0KRRETY
3$22,260$6,021.29$16,632$1,340.46+$5.6KRRETY
4$40,326$16,507.95$19,454$1,457.97+$20.9KRRETY
5$99,048$55,898.58$22,626$1,576.08+$76.4KRRETY
6$362,609$256,627.97$26,175$1,694.09+$336.4KRRETY
7$2,144,074$1,756,082.17$30,133$1,811.32+$2.11MRRETY
8$21,702,675$19,408,516.50$34,531$1,927.17+$21.67MRRETY
9$390,429,861$367,207,998.06$39,403$2,041.08+$390.39MRRETY
10$12,765,517,757$12,347,757,806.19$44,787$2,152.59+$12765.47MRRETY

RRETY vs JEPQ: Complete Analysis 2026

RRETYStock

Robinsons Retail Holdings, Inc. operates as a multi-format retail company in the Philippines. The company operates through Supermarkets, Department Stores, DIY Stores, Convenience Stores, Drug Stores, and Specialty Stores segments. It operates supermarkets under the Robinsons Supermarket brand that offer health and wellness, and fresh food products; and department stores under the Robinsons Department Store brand, which provide children's apparel, accessories; homes, snacks and stationery; shoes, bags, luggage and sportswear; ladies and men's apparel, beauty accessories, and furnishings. The company also operates do-it-yourself (DIY) stores under the Handyman Do it Best, True Value, True Home, Robinsons Builders, Home Plus, De Oro Pacific Home Plus, and A.M. Builders' Depot brands that offer DIY and home improvement products; operates and franchises convenience stores under the Ministop name that provide fresh and ready to eat products; and operates drug stores under the South Star Drug name that offer prescription and over-the-counter pharmaceutical products, as well as food, personal care, and other products. In addition, it operates toys and juvenile products under Toys 'R' Us name; consumer electronics and appliances stores under Robinsons Appliances and Saver's Appliance name; beauty products under the Benefit, Shiseido, and Elizabeth Arden brands; mass merchandise stores under the Daiso Japan, Arcova, and Super50 name; pet retail under the Pet Lovers Centre name; and discount store under the No Brand name. It operates 2,208 stores, including 286 supermarkets, 52 department stores, 227 DIY stores, 456 convenience stores, 899 drug stores, and 288 specialty stores. Robinsons Retail Holdings, Inc. was founded in 1980 and is headquartered in Pasig City, the Philippines.

Full RRETY Calculator →

JEPQETF

The fund seeks to achieve this objective by (1) creating an actively managed portfolio of equity securities comprised significantly of those included in the fund’s primary benchmark, the Nasdaq-100 Index (the Benchmark), and (2) through equity-linked notes (ELNs), selling call options with exposure to the Benchmark. It is non-diversified.

Full JEPQ Calculator →
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⚠️ Educational purposes only. Not financial advice. Congressional trades sourced from SEC STOCK Act filings via FMP. Past performance does not guarantee future results.